Industry Voice
Matthews Asia's Zhang: 'Why we pulled back our exposure to cyclical growth companies in Asia'
Partner Insight: Matthews Asia's Yu Zhang explains how he identifies companies with a strong business model and 'tilts' his portfolio in order to overcome negative macro headwinds
Late Cycle Asset Allocation Views
Industry Voice: Here are key takeaways from our 2019 Asset Allocation Outlook on how we are positioning asset allocation portfolios in light of our outlook for the global economy and markets.
Accessing the cyber opportunity
Industry Voice: Sponsored by LGIM
Argentina's Macri: first term verdict
Industry Voice: Sponsored by Neptune
What is the outlook for UK M&A?
Industry Voice: Sponsored by Neptune
How are $10trn of fixed income assets positioned in Q1 2019?
Partner Insight: Data shows a surprisingly upbeat set of readings when it came to fixed income assets in 2019
How do challenging market cycles impact Asia's high yielding stocks?
Partner Insight: Dividend growth stocks and high yielding companies in Asia can deliver attractive total returns for investors, but Matthews Asia Portfolio Manager Yu Zhang explains why investors must be aware of the region's earnings cycle in order to...
Emerging-markets debt: A new hope
Industry Voice: Sponsored by Eaton Vance
Premature recession fears
Industry Voice: Sponsored by RLAM
How stable is Asia's double-digit dividend growth?
Partner Insight: Asia dividend growth has almost doubled in five years, offering uncorrelated sources of income when compared to Western figures. Yet many investors remain wary of the sector. Matthews Asia Portfolio Manager Yu Zhang provides his view...
Focus on EMD: Why investors need to consider passive exposure in order to achieve returns
Partner Insight: Abhishek Kumar, Sector Head, Emerging Markets, Fixed Income Beta Team at State Street Global Advisors, discusses the outlook for emerging markets in 2019 and the challenges for active managers in the sector - where just 3% of them outperformed...
Investing amid disruption
Industry Voice sponsored by T. Rowe Price: Disruption in its various forms—technological, political, economic, and monetary—is likely to drive global financial markets in the coming year.
Global Equities: Is the US overpriced?
Industry Voice sponsored by T. Rowe Price: Disparities in valuations mean that investors need to be selective about what they own. With US equity valuations sitting at relatively high levels when compared with Europe, Japan and EM, what are the implications...
Jupiter's Dan Carter: "There has been a dramatic shift in Japanese stock profitability"
Partner Insight: Japanese corporate profits have risen to record levels in recent years. Jupiter's Dan Carter, Fund Manager, examines how Japanese companies are reacting to the situation, and what the implications are for Japanese equity investors.
Brexit and bonds: Is there safety in Gilts?
Partner Insight: The weaker turn in the global environment along with lower oil prices proved to be supportive for safe fixed income investments last year, but with Brexit looming and causing more economic uncertainty, what is the outlook for the asset...
PIMCO's Economic Outlook - Five Key Takeaways
Industry Voice: Sponsored by PIMCO
Not on the highstreet?
Industry Voice: The UK is leading the way when it comes to the shift to shopping and consuming online. Leigh Himsworth takes a more detailed look at how this is reshaping the landscape and highlights some of the winners and losers.
2019 outlook: Fertile ground for active investors
Industry Voice: Ewan McAlpine, Fixed Income Product Specialist for Royal London Asset Management gives his insights into the year ahead
Uncovering the growth versus income debate in Asia and Japan
Talking Strategies: The number of companies in Asia with higher payout ratios have grown since the mid-1990s, but some investors remain wary of searching for income in Asia and Japan. In this video, Jupiter's Jason Pidcock and Dan Carter explain why this...
Plastic (not so) fantastic
Industry Voice: The ultra-long lifespan of plastics is proving an ecological challenge. As consumers become alarmed at the environmental contamination caused by synthetic organic polymers, we look at the alternatives and the role of investors in pushing...
A troubled marriage to tech
Industry Voice: For over 25 years now, investors have been faced with the ups-and-downs of the technology sector. 2018 was no exception and investors are now asking if this is the end of the tech trade. However semiconductors have become such an integral...
The rise of EMD: Still a niche asset class?
Partner Insight: Emerging Market Debt assets have grown to a staggering $22trn as the universe has continued to mature and investors seek new sources of return outside of developed markets according to Jupiter's Alejandro Arevalo
Turbulence ahead? Volatility in 2019
Industry Voice sponsored by T. Rowe Price: Against a backdrop of slowing economic momentum, tighter liquidity, monetary policy divergence and political tensions, volatile market conditions are likely to persist in 2019.
Is cheap good enough to buy?
Or why I don’t see any reason not to like Japanese stocks
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